Reports

                                                       Reports

In Peach tree you can check your work that you have done in the Peach tree. All reports like Journal, Ledger, Accounts Receivable, Accounts Payable, Balance Sheet and all other reports. For this you have to follow this procedure.

Open Peach tree Software and go to the Reports given in the upper bar as highlighted in the picture:

When you click the Reports all the reports and accounts will appear in this category like that:

                               Financial Statement

You can check your Financial Statement of your business. For this you have to click on this Statement and the following picture will appear:

Here you can see the Financial Statement click on it and all the statements will appear. Such as:

You can check any statement by clicking on the statement. If you want to see the Balance Sheet click on the Balance Sheet and the following window will appear:

Select the Time Frame that you want to see as in the above window the time frame is Current Period. Then click the OK button. After that the following window will appear:

This is your Current Period Balance Sheet. Here you can see the amounts.

                                                       Design

 You can also change the Font Size of the by clicking on the Design. Given on the top bar of the window. As shown below:

When you click on the on the Design the following window will appear:

Here when you right click on the window some options will appear and the following window can be seen:

And when you click on the Font the other window will appear with lots of options. You can change the font size of the statement according to your own requirements.

                                                Convert into Excel

Peach tree also provide you the option of converting any statement into Excel Sheet. To convert the statements into Excel go to the top bar where you can see the Excel Option. As below:

When you click on the Excel option. The following window will appear:

 The software asks from the customer that to create a new Microsoft Excel work book click on the option and press the OK button. And the following window will appear:

After that the statement will convert into the Excel and you can do your work easily.

                                General Ledger

You can also see the General Ledger by clicking on the General Ledger. And when you click on it the following window will appear:

Here you can see the report list. As you want to see the General Ledger, click on it. And the following window will appear:

Here you can check your ledger amounts that they are correct. You can also convert the General Ledger or any report into the Excel by the same procedure as mentioned above.

If you want some specific information or don’t not want to copy all the information. Click on the General Ledger and select the options Highlighted in the window:

And the following window will appear:

The specific information you want to have just write the General Ledger ID of the ledger in the blocks and also write From and To and you can select the information that you want.

Here you select the type of accounts that you want to select and the range From and To boxes. Such as:

When you click on From and To look Up buttons you will have some ledgers select the ledgers that you want to select. Such as:

This is selected in the From box.

And this is selected in To box. 

And click the OK button to complete the process.

Here it is important to mention that the procedure is almost same for all the documents that you want to see or you want to convert.